Senior Financial Planner at Titan Wealth

Titan Wealth is hiring a Senior Financial Planner to join its Truro office and inherit and develop an existing client bank of approximately £60 million in assets under management across 110 households. The role provides holistic financial planning advice across pensions, investments, protection, tax, and retirement, manages client relationships and review cycles, supports business development, and maintains compliance with FCA regulations. It is a flexible hybrid role with office and local client meetings, and offers paraplanning and administrative support, pension benefits, private medical insurance, and other employee benefits.